Year-round tax planning for high earners and investors
Plan your taxes before the year ends, not after the bill arrives. Choose a package built around your income, your investments and the decisions ahead of you.
Built for people who:
- Earn a high W-2 income or bonus
- Receive RSUs, stock options or other equity
- Own rental or investment properties
- Have income from several places at once
- Want decisions planned before they’re made
Your return was filed. Was it planned?
As income grows, the biggest tax decisions happen during the year: when to sell stock, how to own a property, how to pay yourself from a business. By April, most of those choices are already locked in.
A tax return reports what already happened. A plan shapes what happens next.
Sound familiar?
- You find out what you owe after it’s too late to change it
- A raise, an RSU vest or a property sale pushed your bill up with no warning
- Your job, investments and rentals are handled separately, and no one sees the whole picture
- Your preparer records last year instead of helping you plan next year
Not sure where you fit? Start with your situation.
Most people don’t come to us asking for a package. They come with a situation. Pick the one that sounds most like yours.
- Your income grew and your tax bill grew faster
- You’ve started receiving RSUs or options, or bought your first rental
- You want to stop finding out what you owe in April
- You earn from a job, a side business, rentals or investments
- Each piece is handled separately
- You want your investments and big decisions planned together
- You own several entities or a growing property portfolio
- A major decision is coming: a sale, an equity event, a restructure
- You need an advisor who plans ahead, not one who only files
- Your income and holdings span businesses, trusts or family members
- You’re focused on protecting and passing on wealth
- You want one private team coordinating it all
Still unsure? Book a complimentary strategy session and we’ll recommend the right fit. Own a business that needs bookkeeping or payroll? See our business packages.
Four levels of year-round tax planning
Every package includes your personal tax return and planning throughout the year. Each level adds more time, more depth and more coordination.
Get ahead of your tax bill
For rising income that needs a plan
or $491/month for 12 months
Annual payment is the best value
What’s included
- 2 tax planning sessions
- 2 decision calls for big moves
- Written tax plan with recommended strategies
- Quarterly estimated tax planning
- RSU and stock option review
- IRS and state notice support
- Personal federal + up to 2 state returns
Typically a fit for: household income up to about $500K, equity compensation or a growing side income, up to about 3 properties.
Book a Foundation sessionBring every income stream into one plan
For several income sources, planned together
or $911/month for 12 months
Annual payment is the best value
Everything in Foundation, plus
- 3 tax planning sessions
- 4 decision calls for big moves
- Entity and S-corp salary review
- Coordination across wages, business, rental and investment income
- Coordination with your attorney or financial advisor
- Personal federal + up to 2 state returns
Typically a fit for: household income about $500K–$1M, multiple income streams and/or up to about 6 properties.
Book a Wealth Builder planning callPlan big decisions before you make them
For entities, properties and high-stakes moves
or $1,751/month for 12 months
Annual payment is the best value
Everything in Wealth Builder, plus
- 4 quarterly tax planning sessions
- 8 decision calls for big moves
- In-depth written tax plan
- Multi-state and multi-entity coordination
- Planning for major transactions before they close
- Personal return + 1 business return (federal + up to 2 states each)
Typically a fit for: household income about $1M–$5M, multiple entities and/or up to about 12 properties.
Apply for Wealth Strategist planningPrivate advisory for complex wealth
For families and multi-entity structures
Scope and price set after a strategy session
What’s included
- Ongoing planning sessions as needed
- Direct access to our advisory team
- Multi-year tax strategy
- Multi-entity and multi-state coordination
- Exit, sale and legacy planning support
- IRS and state notice support
- Coordination with your attorney, wealth advisor and insurance team
- Personal and business returns (scope set at onboarding)
Typically a fit for: household income $5M+, large or complex portfolios, multi-entity structures and long-term planning needs.
Schedule a private strategy sessionThree ways to pay
Pay once a year, in 3 installments, or monthly. Paying annually costs the least.
| Package | Annual (best value) | 3 installments | 12 monthly payments |
|---|---|---|---|
| Foundation | $4,699 | 3 × $1,766 | $491/mo |
| Wealth Builder | $8,699 | 3 × $3,266 | $911/mo |
| Wealth Strategist | $16,699 | 3 × $6,266 | $1,751/mo |
| Private Client | From $29,699 | Custom schedule | |
Returns above the included scope (more states, more entities or unusually complex transactions) are quoted before work begins. Cost segregation studies are not included; we coordinate them with a specialist partner and apply the results on your return.
Start with a $1,000 Tax-Saving Review
A one-time review of your situation with a written plan and estimated savings. If you choose a package within 30 days of your review meeting, the full $1,000 comes off your first payment.
Questions about our packages
How do I know which package is right for me?
Start with the situation cards above, or book a strategy session. We’ll look at your income, entities and goals and recommend a level.
Does the $1,000 Tax-Saving Review count toward a package?
Yes. If you sign up for any package within 30 days of your review meeting, the full $1,000 comes off your first payment. The credit can’t be combined with promotional pricing.
How is tax planning different from tax preparation?
Preparation reports what happened last year. Planning happens during the year, while there’s still time to change the outcome.
Will this lower my taxes?
It depends on your facts. We look for every legal opportunity that fits your situation, but we can’t promise a specific result.
Is my tax return included?
Yes. Every package includes your personal federal return and up to 2 state returns. Wealth Strategist includes one business return, and Private Client scope is set at onboarding.
Can I pay in installments?
Yes. Each package can be paid annually, in 3 installments or in 12 monthly payments. Paying annually costs the least.
When should I start?
As early in the year as you can. Many strategies have to be in place before December 31.
I already have someone who files my taxes. Can I still work with you?
Yes. Since your return is included in every package, most clients have us handle both, so the plan and the filing stay in line.
Who will I work with?
Our tax team, which includes professionals with Big Four, BDO and private equity backgrounds.
Do you work with clients outside California?
Yes. We work with clients virtually, and in person at our Castro Valley office.
Ready to plan ahead?
Book a complimentary strategy session and we’ll map out where you stand and which package fits.
Monday–Friday, 9 am–6 pm Pacific
Information on this page is general and is not tax advice for your situation. Package scope is confirmed in your engagement letter.